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ID627 - Create an AR Task for any Un-Applied Payment Overview & Summary

Creates an AR Task for any Un-Applied Payment 

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts

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Overview:

Overview

Have you ever tried to reconcile an AR account that had a misapplied payment, an over-payment or a duplicate payment sitting on their account for an extended period of time? The longer they reside there, the harder they become to reconcile.

ID627 will help your AR team be aware of any un-applied payments are created so that the AR Rep can call the customer and ask them how they want to apply those funds (which invoices ...refund, etc) The task is created using the Contact Task Type you specify in VariableW.

Run Schedule: Daily

Type of Output: Email

 

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Sample

Sample

ID627_Sample.PNG

 

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Variables

Variables

ID627_Variables.PNG

Variable W: Enter Contact Task Type to Create/Close

ID627_Contact_Task_Type.PNG

 

 

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Alert Functionality

Alert Functionality

-Alert creates task visible in Accounts Receivable Console 

ID627_New_Task.PNG

Task Type = Contact Task Type you've listed on VariableW

ID627_Contact_Task_Type.PNG

AR Rep = AR Rep listed on Customer Record

ID627_CR_AR_Rep.PNG

 

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Best Practices & Tips

Best Practices & Tips

-We suggest creating a unique Contact Task Type so you can readily identify these tasks as having been created by this alert:

ID627_Contact_Task_Type.PNG

 

 

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Related Alerts

Related Alerts

ID604 & ID605 - Auto Create and Close AR Task for accounts with past due balance

 

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